No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Very satisfied with Simon’s direction and advice.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
Trust and understanding of my current situation and the changes that will occur to these.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.